Simon Quick Advisors
OKE icon

Simon Quick Advisors’s Oneok OKE Stock Holding History

Simon Quick Advisors’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.89M Sell
22,165
-669
-3% -$61.6K 0.07% 152
2026
Q2 		$1.99M Buy
22,834
+16,982
+290% +$1.5M 0.08% 142
2026
Q1 		$529K Buy
5,852
+2,391
+69% +$197K 0.02% 244
2025
Q4 		$254K Buy
+3,461
New +$245K 0.01% 333
2025
Q2 		– Sell
-2,793
Closed -$277K – 559
2025
Q1 		$277K Buy
2,793
+291
+12% +$28.9K 0.02% 458
2024
Q4 		$251K Buy
+2,502
New +$256K 0.02% 391
2021
Q4 		– Sell
-160
Closed -$9K – 407
2021
Q3 		$9K Buy
160
+135
+540% +$7.26K ﹤0.01% 355
2021
Q2 		$1K Buy
+25
New +$1.33K ﹤0.01% 432
2020
Q1 		– Sell
-1,254
Closed -$95K – 642
2019
Q4 		$95K Buy
1,254
+47
+4% +$3.36K 0.03% 152
2019
Q3 		$89K Buy
1,207
+700
+138% +$49.5K 0.04% 126
2019
Q2 		$34.9K Buy
507
+7
+1% +$472 0.02% 137
2019
Q1 		$35K Buy
+500
New +$32.4K 0.01% 247
2018
Q3 		– Sell
-400
Closed -$27K – 334
2018
Q2 		$27K Sell
400
-400
-50% -$25.8K 0.01% 230
2018
Q1 		$46K Buy
800
+236
+42% +$13.5K 0.02% 178
2017
Q4 		$33K Sell
564
-436
-44% -$23.3K 0.01% 269
2017
Q3 		$55K Buy
+1,000
New +$54.1K 0.02% 259

Other funds holding OKE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Simon Quick Advisors's OKE Position: Q3 2026 in Review

Simon Quick Advisors reduced its Oneok (OKE) stake by 2.9% in Q3 2026, selling an estimated $61.6K and leaving 22,165 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #152.

Simon Quick Advisors first reported a position in OKE in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.99M in Q2 2026. 509 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Simon Quick Advisors held 22,165 shares of Oneok worth $1.89M as of Q3 2026.
  • Simon Quick Advisors sold 669 Oneok shares in Q3 2026, an estimated $61.6K.
  • Oneok made up 0.07% of Simon Quick Advisors's portfolio in Q3 2026, its #152 holding.
  • Simon Quick Advisors first reported a position in Oneok in Q3 2017 and has held it in 16 quarters since.
  • Simon Quick Advisors's Oneok position peaked at $1.99M in Q2 2026.
  • 509 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.